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OrgChart Help Guide

Creating Shortcuts

Audience:

Audience: Administrators

Overview

Shortcuts allow users to jump to specific locations within an OrgChart. This is useful to quickly navigate to a chart "hot spot," or a branch that is frequently viewed by end-users.

This article provides step-by-step instructions for configuring Shortcuts. For this example, we will merge a an Excel file containing a Shortcut field into your account. If you are importing a custom Shortcut field from the main data source, skip to step 14).

Important

Enable Shortcuts in the UI Profile affiliated with your Access Group, in order to access this feature.

Creating Shortcuts in Your Data

  1. Create an Excel file, which includes at least the following columns:

    • PersonID

    • Name

    • Shortcut

    Important

    Ensure that your flat file is formatted correctly. Reference the Flat File Prep article for more information.

    For instructions on how to merge Excel data into your account, reference the Merge Data Connectors article.

    Note

    SupervisorID is not a necessary column here, are you are not adding records to the chart, but rather updating existing records. Thus, the hierarchy already exists and does not need to be included in the Merge file.

  2. Populate the Excel file, using the Name and PersonID columns to verify that you are creating a Shortcut using the correct employee record.

  3. Optionally, if you want to create separate headings in your shortcuts menu, include the heading you want to use, followed by a :, and then the value you would like displayed.

    5_2_ShortcutsExample.png

  4. Save the Excel file.

  5. In OrgChart, Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  6. Click on the Chart Settings tile. The Source panel is displayed.

  7. Click on the Plus_new.png icon (under the Merge Data heading) to add a Merge Data source.

    5_2_2_SelectMerge.png

  8. Click on the Excel icon, and then click on Select. The Merge Data source is added to the Source panel.

  9. Click on the Browse button (under the newly added Merge Data source). The File Manager is displayed.

    5_2_seeMergeDataSource.png

  10. Click on the Data directory (on the left).

  11. Click on the 5_2_UploadButton.png icon (in the top right corner of the File Manager).

    5_2_FileManager_DataDirectory_seeDownload.png

  12. Search for and select the Excel file on your local computer, and then click on Open. The file is loaded into the Data directory in the File Manager.

  13. Click on the newly added file, and then click on Select.

  14. Click on Refresh.

  15. Click on the Subcharts & Shortcuts tab in the left side menu.

    5_2_1_CS_SubchartsandShortcuts_Arrow.png

  16. Check Shortcut Field box, and then select Shortcut from the dropdown menu.

    5_2_1_Shortcuts.png

  17. Click on Save, Refresh, and then Exit.

  18. In Viewer mode (with Shortcuts enabled in your UI Profile), click on the Shortcuts icon.

    5_2_Shortcuts_Displayed.png

  19. Click on a Shortcut to jump to employee record associated with this Shortcut.